“How To” Guides
The list below provides handy links to step-by-step guides for some common Justwealth procedures. You can follow the steps in a browser window as you click through the Justwealth procedure in question, or alternatively you can print the steps and follow the procedure with your printout.
- How do I Add or Change a Beneficiary?
- How do I Make a Contribution to my Justwealth Account from my Bank Account?
- How do I Make a Withdrawal from my Justwealth Account?
- How do I Set Up a Recurring Contribution to my Justwealth Account from my Bank Account?
- How do I Add Another Justwealth Account to my Profile?
- How do I Access my Justwealth Tax Documents?
- How do I View my Justwealth Investment Holdings and Portfolio Types?
- How do I Transfer an Account to Justwealth?
- How do I Add or Change my Bank Account in the Justwealth Client Portal?
Can’t find the answer you are looking for, or have a suggestion for a process that could use a “How To” guide? Please feel free to e-mail us at support@justwealth.com